Purchases and Sales Made in Q3 2023 in Perkinelmer Inc (PKI)
This table provides information about the institutional ownership of Perkinelmer Inc (PKI) during Q3 2023. The information is specifically focused on institutions that hold shares of PERKINELMER INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 166.67% |
$1.16K - $1.23K
|
16
$1.94K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 1.04% |
$1.16K - $1.23K
|
975
$118K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
10+ 5.52% |
$1.16K - $1.23K
|
191
$23.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
7+ 16.28% |
$811 - $860
|
50
$6.05K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 116.67% |
$811 - $860
|
13
$1.57K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$695 - $737
|
6
$726
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$579 - $614
|
5
$605
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5+ 0.19% |
$579 - $614
|
2.61K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$579 - $614
|
5
$605
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$579 - $614
|
5
$605
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 7.84% |
$464 - $491
|
55
$6.66K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.1% |
$464 - $491
|
4K
$484K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 75.0% |
$348 - $368
|
7
$847
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$232 - $246
|
2
$242
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$116 - $123
|
1.54K
$186K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$116 - $123
|
3.77K
$456K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 0.01% |
$116 - $123
|
12K
$1.45M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.25% |
$116 - $123
|
408
$49.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 5.26% |
$116 - $123
|
18
$2.18K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 33.33% |
$116 - $123
|
2
$242
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.65% |
$116 - $123
|
152
$18.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2- 0.08% |
$232 - $246
|
2.61K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 1.18% |
$232 - $246
|
168
$20.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 37.5% |
$348 - $368
|
5
$605
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-3- 0.44% |
$348 - $368
|
679
$82.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 4.2% |
$579 - $614
|
114
$13.8K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 70.0% |
$811 - $860
|
3
$363
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.39% |
$811 - $860
|
1.78K
$216K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-8- 9.76% |
$927 - $982
|
74
$8.95K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-9- 1.03% |
$1.04K - $1.11K
|
864
$105K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-10- 55.56% |
$1.16K - $1.23K
|
8
$968
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-10- 3.29% |
$1.16K - $1.23K
|
294
$35.6K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15- 33.33% |
$1.74K - $1.84K
|
30
$3.63K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17- 1.43% |
$1.97K - $2.09K
|
1.17K
$142K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 35.42% |
$1.97K - $2.09K
|
31
$3.75K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-27- 1.11% |
$3.13K - $3.32K
|
2.4K
$290K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-30- 0.14% |
$3.48K - $3.68K
|
21.9K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-30- 1.55% |
$3.48K - $3.68K
|
1.91K
$231K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-31- 0.25% |
$3.59K - $3.81K
|
12.2K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-33- 80.49% |
$3.82K - $4.05K
|
8
$968
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-34- 53.97% |
$3.94K - $4.18K
|
29
$3.51K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-37- 27.01% |
$4.29K - $4.54K
|
100
$12.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-39- 0.66% |
$4.52K - $4.79K
|
5.87K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-39- 0.99% |
$4.52K - $4.79K
|
3.92K
$474K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-46- 13.73% |
$5.33K - $5.65K
|
289
$35K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-50- 1.16% |
$5.79K - $6.14K
|
4.24K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-53- 46.09% |
$6.14K - $6.51K
|
62
$7.5K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-66- 0.37% |
$7.65K - $8.11K
|
17.6K
$2.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-68- 11.83% |
$7.88K - $8.35K
|
507
$61.3K
|